MaxBilling for Relativity

Are you experiencing challenges with your billing lifecycle in Relativity, or would you like to achieve efficiency in your organization’s entire billing process management?

Speed up and discover how our MaxBilling application could contribute to your specific business needs and add extra value to your workflows.

In this article, we present to you a few examples that will give you a clear idea of why MaxBilling is an all-in-one, game-changing solution within the Relativity and RelativityOne platforms. Recognize your billing scenario below and find out how MaxBilling covers it.

Are You Still Following a Cost Absorption Model?

MaxBilling will help you recognize the potential of converting to a cost recovery model and will support your team through the transition by providing you with extensive usage and billing statistics.

OR

Are You Already Reimbursing the Expenses?

MaxBilling will allow you to discover new revenue streams and offer various options for cost improvement and profit generation across the Relativity platform.


Are You Interested in Applying Sophisticated Billing Models with Multiple Condition-Based Rates?

MaxBilling covers numerous billing scenarios ensuring powerful flexibility:

  • Apply various Client/Matter/Workspace exceptions
  • Build custom thresholds
  • Calculate usage-based price tiers
  • Set up flat fees and expiration dates
  • Consider charge levels
  • Track peak and cumulative statistics
  • Create custom billing items
  • Leverage rates based on storage types

OR

Are You Focused on Getting Usage Information that Should Be Sent to External Accounting Teams?

MaxBilling generates accurate usage reports with or without applying rates or currency calculations.


Are You Pursuing a Streamlined and Fully Automated Invoice Generation Cycle In-House?

MaxBilling empowers you to create PDF invoices based on custom templates and schedule them to be sent to predefined recipients according to invoice mappings.

OR

Are You Willing to Export Billing Data to an External Solution?

MaxBilling enables you to schedule the generation and sending of billing information in Excel files, which can be easily imported into other accounting or financial systems outside Relativity.


Do You Need One Consolidated Report to Be Sent to Your Accounting Team?

MaxBilling allows you to produce a single aggregated report containing all clients’ billing data, organized according to multiple breakdowns and separate reports for each Relativity client.

OR

Would You Like to Supply Each Client with Their Relativity Invoice Directly Through the Platform?

The MaxBilling scheduling functionality brings you flexibility regarding who, when, and what data should be received. Additionally, you are enabled to build email templates with placeholders, ensuring that the subject and the message body of your outbound emails are as much informative and essential for your clients as the invoices attached.


Do You Prefer to Apply a Sample Cost Recovery Approach that Clients Easily Accept?

MaxBilling provides detailed information about each component of the hosting expenses along with billable units, charge levels, billing codes, and currency calculations.

OR

Are You Interested in Building a Unique Billing Model to Stand Out from the Competition?

With MaxBilling, you go far beyond the common scenario involving just hosting charges and user licenses fees since you capture statistics for:

  • Processing Sets
  • Imaging Sets
  • Production Sets
  • OCR Jobs
  • RDC Imports
  • ECA Promotions
  • Analytics
  • Language Services
  • dtSearch

Are You a Service Provider Willing to Enhance the Managed Services Portfolio?

MaxBilling can be configured independently across the Client Domains within your Relativity instance. In this case, your clients will benefit from the solution’s added value.

OR

Are You a Global Organization Responsible for Ensuring Consistent Billing Reports and Invoices from Multiple Relativity Instances Worldwide?

You can rely on the same features and capabilities being maintained, supported, and compliant with Relativity On-Premises and RelativityOne.

OR

Are You a Law Firm that Needs to Mirror the Billing Algorithm Applied by Relativity or Another Relativity Service Provider?

MaxBilling allows you to align with any billing contract type by creating various combinations of options and settings, so you rely on an accurate cost recovery process.


If you are curious to learn more about our billing application, do not miss checking out what our clients say about the solution here. Reach out to sales@tsd.com now and schedule a free personalized live demo and a consultation!